CAEX
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
07/24/2026
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Official data from USPTO
ADVISORPORT
This trademark appears in the official USPTO history.
Even when the status is closed, the history helps calibrate risk, avoid repeating mistakes, and define a safe naming strategy.
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9Type: WordOffice: US
Quick snapshot
ADVISORPORT
ST13
US500000078323846Class
35, 36, 41, 42, 45
Filing
78323846
Registration
3040022
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Case type
Application and registration
Recorded events
38
Latest update
07/24/2026
Classification
Inactive
Trademark type
Word
Nice classes
35, 36, 41, 42, 45
Filing date
11/06/2003
Registration date
01/10/2006
Expiration date
-
Recommended action
Use this history as input for naming, but confirm current availability in all relevant classes.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/24/2026
Last transaction
07/24/2026
Responsible office
United States Patent and Trademark Office
Status code
710
Official register
Principal Register
First use anywhere
01/10/2000
First use in commerce
04/26/2000
Drawing code
4
Owner type
03
Owner location
PENNINGTON, NJ, US
Examiner
LINCOSKI JR, JOHN T
Law office
M40
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
BNY MELLON ADVISORS, INC.
LOCKWOOD ADVISORS, INC.
PNC GLOBAL INVESTMENT SERVICING INC.
The PNC Financial Services Group, Inc.
Representatives
Kirsten R. Rydstrom Reed Smith LLP
Technical classification
Nice Classes
Class 35Class 36Class 41Class 42Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
BACK-OFFICE SUPPORT SERVICESBOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING
Class 36
FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORSPROGRAM SPONSORS AND INVESTMENT MANAGERSADMINISTRATION OF INVESTMENT ACCOUNTSINVESTMENT ACCOUNT MANAGEMENTRESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION
Class 41
PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION
Class 42
TECHNOLOGY SUPPORT SERVICESTROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS
Class 45
PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS
Publications
History of USPTO decisions and trademark events.
38 publications found
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/10/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/16/2023
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/17/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/17/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/17/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/17/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
01/11/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/11/2016
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
07/28/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07/28/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/16/2012
E815
TEAS SECTION 8 & 15 RECEIVED
07/09/2012
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/07/2011
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
11/30/2011
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/30/2010
R.PR
REGISTERED-PRINCIPAL REGISTER
01/10/2006
PUBO
PUBLISHED FOR OPPOSITION
10/18/2005
NPUB
NOTICE OF PUBLICATION
09/28/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
06/28/2005
ALIE
ASSIGNED TO LIE
06/24/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/09/2005
XAEC
EXAMINER'S AMENDMENT ENTERED
06/09/2005
CNEA
EXAMINERS AMENDMENT MAILED
06/09/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
06/09/2005
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/06/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/23/2005
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/23/2005
CNFR
FINAL REFUSAL MAILED
12/03/2004
CNFR
FINAL REFUSAL WRITTEN
12/02/2004
ACEC
AMENDMENT FROM APPLICANT ENTERED
12/02/2004
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/24/2004
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/24/2004
CNRT
NON-FINAL ACTION MAILED
05/27/2004
DOCK
ASSIGNED TO EXAMINER
05/13/2004
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/09/2003
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
12/09/2003
NWAP
NEW APPLICATION ENTERED
12/03/2003
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